RE:Thanks RB, and FWIW.............Moz had a trouncing compared to Skeena.
We'll see next week AU may bounce back however until there are some new asssays it looks like MOZ is the Kmart Blue Light Special. I'm more iclined to add SKE at this time but under two bucks MOZ would be tempting for those wanting to increase holdings. Just my take on it.
Perhaps comparing the two MOZ and SKE. Ske is proving up a very heafty resource and yes they will be raising more cash this year and will prove 5 million oz plus. As for Marathon perhaps that prospectus offering overhang has some effect on the share decline along with no new assay reports. Nevertheless long term looks for Marathon and they will be in production sooner then SKE, I expect Marathon will reach that 5 million oz mark this year as well. Two good picks with excellent growth potential and good backers.
I took a quick look at Marathon inst. holders. about 103+ a lot more than SKE has and some very large positions in Marathon. Not included are some large USA/European holders like Sprott.
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Name Shares Held % of OS Report Date Change
BCI VENTURES INC. 21,012,490 9.95 20201130 -130,000
RBC GLOBAL PRECIOUS METALS FUND 10,068,500 4.77 20200930 0
RBC GLOBAL ASSET MANAGEMENT INC 7,639,900 3.62 20200430 -212,700
DYNAMIC PRECIOUS METALS FUND ^^ 6,445,000 3.05 20200930 1,195,000
VAN ECK INTERNATIONAL INVESTORS GOLD FUND ^^ 6,280,000 2.97 20201231 0
JPMORGAN ASSET MANAGEMENT (UK) LTD (ALSO REPORTED BY J P MORGAN CHASE & CO) 5,106,678 2.42 20200831 -18,290
WALFORD, PHILLIP CHARLES 4,781,712 2.26 20200727 -707,000
UNIVERSAL-INVESTMENT GMBH 3,618,031 1.71 20200630 88,000
ASA GOLD & PRECIOUS METALS LTD (FORMERLY ASA LIMITED ) 3,501,700 1.66 20200831 0
FRANKLIN GOLD & PRECIOUS METALS FUND ^^^ 3,459,000 1.64 20201231 0
MULTIPARTNER KONWAVE GOLD EQUITY FUND 3,184,500 1.51 20200630 0
EARTH GOLD FUND UI 2,518,031 1.19 20201031 0
DYNAMIC STRATEGIC GOLD CLASS 2,239,000 1.06 20200930 1,319,000
JPMORGAN FUNDS – GLOBAL NATURAL RESOURCES FUND 2,145,138 1.02 20201130 -50,882
KONWAVE AG 2,040,000 0.97 20200930 2,040,000
FAUGHT, GEORGE D. 2,000,000 0.95 20210114 -119,250
JPMORGAN NATURAL RESOURCES FUND 1,918,804 0.91 20201130 -16,038
SHORT POSITIONS – TSX / CSE 1,726,322 0.82 20210115 177,510
INVESCO GOLD & SPECIAL MINERALS FUND ^^ 1,490,000 0.71 20200930 1,490,000
SHORT POSITIONS – NASDAQ / NYSE 1,166,020 0.55 20201231 7,091
DUNSWORTH, SHERYL MARY 1,126,500 0.53 20200528 0
DIMENSIONAL FUND ADVISORS LP ^^ 1,126,500 0.53 20190625 586,167
COMMODITY CAPITAL – GLOBAL MINING FUND 1,100,000 0.52 20200930 650,000
CMP 2018 RESOURCE LIMITED PARTNERSHIP 1,100,000 0.52 20190630 0
FRANKLIN GOLD AND PRECIOUS METALS A ACC EUR 1,041,000 0.49 20201130 0
GABELLI GOLD FUND ^^ 1,000,000 0.47 20200930 new
NINEPOINT GOLD AND PRECIOUS METALS FUND 977,945 0.46 20200630
KIRKE, JAMES DAVID 977,838 0.46 20190626 977,838
EARTH EXPLORATION FUND UI 850,000 0.40 20201031 -43,800
BACHE, DOUGLAS 832,500 0.39 20201201 120,000
NINEPOINT RESOURCE CLASS 698,600 0.33 20201031 0
BANQUE DEGROOF PETERCAM SA 659,400 0.31 20201031 0
ISHARES S&P/TSX GLOBAL GOLD INDEX FUND 654,021 0.31 20210114 -5,140
VAN ECK GLOBAL GOLD UCITS 635,300 0.30 20201231 0
LOMBARD ODIER INVEST-WORLD GOLD EXPERTISE 635,300 0.30 20200831 -10,776
IA CANADIAN EQUITY SMALL CAP FUND 607,900 0.29 20201031 0
SPITERI, JOSEPH GEORGE 607,550 0.29 20201201 120,000
AMUNDI FUNDS ACTION OR 566,978 0.27 20200531 0
NINEPOINT 2018 FLOW-THROUGH LP 487,500 0.23 20190630 -587,500
MACKENZIE PRECIOUS METALS CLASS 463,320 0.22 20200930 0
EMPIRE LIFE SMALL CAP EQUITY FUND 426,441 0.20 20200930 0
TD PRECIOUS METALS FUND 375,100 0.18 20200630 new
FINANCE S.A. 360,000 0.17 20200630 -290,000
MULTICONCEPT FUND MANAGEMENT S.A 350,000 0.17 20200430 new
JOHN HANCOCK DIVERSIFIED REAL ASSETS FUND 338,255 0.16 20200731 0
VAN ECK VIP GLOBAL GOLD FUND 325,100 0.15 20201130 0
DFA INVESTMENT DIMENSIONS-INTERNATIONAL CORE EQUITY PORTFOLIO 309,500 0.15 20200531 0
GOEHRING & ROZENCWAJG RESOURCES FUND 306,980 0.15 20201031 0
GR ASSET MANAGEMENT GMBH 300,000 0.14 20200930 0
MIDDLEFIELD DISCOVERY 2017 FLOW-THROUGH LIMITED PARTNERSHIP 300,000 0.14 20190630 -150,000
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